AI Consulting for Business
What I Help You Do
- AI opportunity assessment: identify repetitive work, bottlenecks, and decisions that could benefit from AI.
- Tool selection: compare options based on actual tasks, integrations, security requirements, cost, and ease of adoption.
- Implementation and workflows: build usable processes for research, writing, reporting, knowledge retrieval, sales support, and marketing operations.
- Training and playbooks: teach teams when to use AI, how to write effective instructions, how to review outputs, and when to escalate to a person.
- Performance review: measure adoption, time saved, output quality, and ongoing tool costs.
Which AI Tools Make Sense?
When to Use AI—and When Not To
Good fits: first drafts, brainstorming, summarizing approved documents, preparing analysis, organizing internal information, categorizing routine requests, and assisting with repetitive workflows.
Use a human review: customer-facing claims, financial or operational decisions, sensitive communications, and any AI output that could affect customers or employees.
Not a good fit without safeguards: confidential data entered into unapproved tools, unverified factual claims, high-stakes decisions delegated entirely to a model, or complicated automations with no clear return on investment.
How an Engagement Works
- Discover: review your goals, team workflows, existing software, and constraints.
- Prioritize: rank opportunities by business value, effort, data sensitivity, and expected ROI.
- Pilot: test a limited use case with success criteria and a human owner.
- Implement: document workflows, permissions, review checkpoints, and escalation paths.
- Train and improve: equip the team with practical examples and review results after launch.
AI for Marketing, Sales, and Operations
Frequently Asked Questions
Do I need to replace my existing software?
Usually not. I start with the tools and integrations you already have, then assess whether a new platform solves a real gap.
Can you show my team how to use ChatGPT and other AI tools?
Yes. Training can cover effective prompts, repeatable workflows, verification, privacy considerations, and practical use cases by role.
How do you decide if AI is worth the cost?
We define the current process, expected time savings, quality requirements, software cost, implementation effort, and ownership before scaling.
Will AI run our business on its own?
No. AI should support people and well-defined processes, with access controls and human review appropriate to the risk.
A Practical AI Tool-Selection Framework
An AI platform should be selected based on the work it must perform—not on what received the most attention this month. Before recommending software, I document the users, permitted data, required accuracy, existing Microsoft/Google/CRM environment, total cost, and who owns the output.
- Research, writing, and analysis: compare assistant capabilities, source verification, collaboration, and data controls.
- Employee knowledge access: assess approved document sources, permissions, retrieval accuracy, and how answers link back to evidence.
- Marketing and sales workflows: assess CRM compatibility, lead research, creative drafting, quality review, and reporting use cases.
- Automation: separate rule-based processes from AI-dependent decisions, test failure scenarios, and specify human checkpoints.
Deliverables you can expect
Depending on scope, an engagement may produce a prioritized AI opportunity map, vendor comparison, a limited pilot with success criteria, approved usage guidance, workflow documentation, and role-specific training. Each recommendation should explain when not to use AI, especially around confidential information and consequential decisions.
Where AI connects to your existing systems
AI adoption becomes more valuable when it improves a real process. Explore website and CRM workflow automation, marketing analytics, and senior marketing support. Based in Dublin, Ohio; available to businesses in Columbus and remote teams.
For a step-by-step evaluation method, read How to Choose AI Tools for Your Business.
Make AI Useful for Your Business
Get a practical plan for what to use, how to use it, and what to avoid. Based in Dublin, Ohio, serving Columbus-area businesses and remote teams.
